Measured Wealth Private Client Group, LLC - Portfolio Stock Holdings
Measured Wealth Private Client Group, LLC disclosed 739 stock positions in a recent SEC 13F filing. $398,010,951 of stock holdings were filed, with the largest holdings including VYM, SPYG, and GLD. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $528,341,951 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
739Est. Stock Holding Value:
$398,010,951Top Stock Holdings By Sector
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Portfolio Stock Holdings - Measured Wealth Private Client Group, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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